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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1101
Tortoise Investment Management
New York
$14K – – –
IBOK
1102
Independence Bank of Kentucky
Kentucky
$13K – – –
MAM
1103
McCarthy Asset Management
California
$13K – – –
OSNBOA
1104
Old Second National Bank of Aurora
Illinois
$13K – – –
PCG
1105
Private Capital Group
Connecticut
$13K +$4.17K +26 +50%
FCA
1106
FinTrust Capital Advisors
South Carolina
$12K – – –
SFP
1107
Sterling Financial Planning
New Jersey
$12K – – –
EWM
1108
Evermay Wealth Management
Virginia
$12K +$11.1K +69 New
HDIM
1109
Hanson & Doremus Investment Management
Vermont
$11K -$160 -1 -1%
FMP
1110
Financial Management Professionals
Texas
$11K +$5.13K +32 +110%
ONST
1111
Old North State Trust
North Carolina
$11K +$7.53K +47 +294%
ADL
1112
Asset Dedication LLC
California
$10K – – –
SC
1113
Solstein Capital
California
$10K – – –
AFG
1114
Albion Financial Group
Utah
$10K +$9.29K +58 New
IRAG
1115
Investment Research & Advisory Group
Georgia
$10K +$9.45K +59 New
CAM
1116
Close Asset Management
United Kingdom
$9K – – –
EL
1117
EMFO LLC
Florida
$9K +$8.01K +50 New
HS
1118
Horan Securities
United States
$8K – – –
HI
1119
Hudock Inc
Pennsylvania
$8K +$160 +1 +2%
AIM
1120
Arcadia Investment Management
Michigan
$8K +$7.21K +45 New
AP
1121
Arlington Partners
Alabama
$7K – – –
CFFP
1122
Center for Financial Planning
Michigan
$7K – – –
CFD
1123
Creative Financial Designs
Indiana
$7K – – –
JFA
1124
JNBA Financial Advisors
Minnesota
$7K +$6.89K +43 New
DAM
1125
Delta Asset Management
Tennessee
$6K – – –
43 44
45
46 47